MFG
APUE icon

Merit Financial Group’s ActivePassive US Equity ETF APUE Stock Holding History

Merit Financial Group’s Portfolio APUE Stock Details APUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$585K Sell
12,658
-780
-6% -$34.8K ﹤0.01% 1408
2026
Q1 		$539K Sell
13,438
-2,281
-15% -$95.2K ﹤0.01% 1336
2025
Q4 		$655K Sell
15,719
-1,165
-7% -$48.2K 0.01% 1137
2025
Q3 		$689K Sell
16,884
-51,375
-75% -$2.01M 0.01% 1015
2025
Q2 		$2.57M Buy
+68,259
New +$2.37M 0.03% 437

Other funds holding APUE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Merit Financial Group's APUE Position: Q2 2026 in Review

Merit Financial Group reduced its ActivePassive US Equity ETF (APUE) stake by 5.8% in Q2 2026, selling an estimated $34.8K and leaving 12,658 shares worth $585K. The position accounts for ﹤0.01% of the portfolio, ranked #1408.

Merit Financial Group first reported a position in APUE in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.57M in Q2 2025. 61 funds tracked by Wall St. Rank hold APUE as of Q2 2026.

  • Merit Financial Group held 12,658 shares of ActivePassive US Equity ETF worth $585K as of Q2 2026.
  • Merit Financial Group sold 780 ActivePassive US Equity ETF shares in Q2 2026, an estimated $34.8K.
  • ActivePassive US Equity ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1408 holding.
  • Merit Financial Group first reported a position in ActivePassive US Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • Merit Financial Group's ActivePassive US Equity ETF position peaked at $2.57M in Q2 2025.
  • 61 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.